Scientist turned investor. Exploring how creativity, awareness, and strategy shape both molecules and markets where logic meets intuition. Connect the unlinked!
$ANET, $ISRG;
Evercore ISI added Arista Networks (ANET), IBM (IBM), and Intuitive Surgical (ISRG) to its "Tactical Outperform" list, citing expectations of positive earnings surprises, particularly regarding AI demand and favorable procedure growth.
Arista Networks (ANET): Added due to expected Q1 earnings upside from accelerated AI investment cycles and strong enterprise networking demand.
IBM (IBM): Added ahead of their April 22 report, with expectations of moderate upside and potential upward revisions for 2026 revenue, supported by the Confluent acquisition.
Intuitive Surgical (ISRG): Added due to positive robotic surgery procedure growth data, despite previous weakness in 2026.
The Magic Number of $1.26 million in savings to retire!!
Are you okay??
As of early 2025, Americans estimated they needed an average of $1.26 million in savings to retire comfortably, according to Northwestern Mutual's 2025 Planning & Progress Study.
Multi-Bagger stocks potentially^^
$IBRX: already double-bagged for me!
Pipeline event-drivenโregulatory wins or losses are everything;
$EOSE:
Hyper-growth, but capital-intensiveโwatch for cash burn.
$ONDS: Already multi-bagged!!!
Further upside hinges on contract execution
$CRM--Salesforce Launches $25 Billion Accelerated Share Buyback.
Salesforce said it has begun buying back about 103 million shares of its common stock, executing part of the $50 billion share-repurchase program its board had authorized earlier this year.
The software company said Monday that the transaction represents a $25 billion accelerated share repurchase and accounts for roughly 80% of the total shares expected to be bought under the agreement.
"We are aggressively repurchasing shares because we are so confident in the future of Salesforce," Chief Executive Marc Benioff said.
Wedbush tech analyst @DanIves lists his Top 10 winners for the artificial intelligence revolution in 2025. The group includes:
$GOOGL,
$AAPL,
$MSFT,
$NVDA,
$CRM,
$PLTR,
$TSLA,
$SNOW,
$MDB,
$PEGA
I have 8 positions, and you? ^^
$SPY, New Arrivals: The S&P 500, March 2026
The S&P Dow Jones Indices announced that the following companies will be added to the S&P 500:
$VRT, Vertiv Holdings
$SATS, EchoStar Corporation
$LITE, Lumentum Holdings
$COHR, Coherent Inc
These additions will coincide with the removal of Match Group, Molina Healthcare, Lamb Weston Holdings, and Paycom to maintain the index balance.
$RTX; known for us as Raytheon Tech., MA site, which is located within walking distance, shines even brighter today!
;$2.5% up
; have some positions...๐ฅฐ
https://t.co/dUcgoyajwq
@CNBC HALFTIME REPORT recommends the following @finaltrade today;
$AAPL,
$XOM
$QXO,
$BX.
Then seeked second opinion from WarrenAI.
Top two picks are
๐ $AAPL
๐ $XOM
$IBRX @$11.0 +442% up YTD.
How did I find it?
..
..
..
simply by a 'connect the unconnected' way....
asked AI, 'WarrenAI' on Jan 4, ahead of JPM Health conf.
Connect the un-connectec!!
the 44th Annual J.P. Morgan Healthcare Conference (Jan 12-15, 2026) is widely watched by investors and tends to influence biotech and healthcare sectors, including ETFs like $XLV, $XBI.
i will be prepred...()...
$GOOGL; as of @5:00pm,
Should I buy more or trim it now?
@Gemini answered:
Summary Recommendation: If you are a long-term investor, the fundamental strength in Cloud and Search remains very healthy. However, the aggressive spending for 2026 might lead to a period of consolidation.
You might consider holding through the volatility or trimming a small portion if you are heavily overweight in tech, looking for a better re-entry point if it hits the $310 range.^^